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iShares FTSE KLD 400 Social Idx shares owned by Fairfield Financial Advisors

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Fairfield Financial Advisors from 13F filings

Historical chart of Fairfield Financial Advisors investment in iShares FTSE KLD 400 Social Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Fairfield Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Fairfield Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $22k 200 108.79
2024-06-30 $21k 200 103.85
2023-12-31 $18k 200 91.05
2023-09-30 $19k 230 81.41
2023-06-30 $19k 230 84.17
2023-03-31 $18k 230 76.79
2022-12-31 $17k 230 71.79
2022-09-30 $15k 230 66.97
2022-06-30 $17k 230 71.90
2022-03-31 $20k 230 86.62